An annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.

LPL Financial is exploring a minority investment strategy in which it would buy stakes in affiliated hybrid registered investment advisors with an option to buy out the remaining stake at a ...

On Wednesday, Oracle founder Larry Ellison briefly overtook Elon Musk as the world's richest person. While Ellison has ...

Client couples in which one spouse doesn't work should take a closer look these accounts and their contribution limits.

On this episode of the Ask the Retirement Expert podcast, Walters speaks with ThinkAdvisor Senior Reporter John Manganaro about the importance of ongoing advisor education and an unwavering commitment ...

Overall median household income increased 2%, to $81,604. The number with income over $200,000 rose 12%, to 18.3 million, or ...

In its latest annual projection report, the research and news organization uses data from the consumer price index to project ...

For a look at 10 things Lewin and Zelter told big Wall Street investors about how their companies crashed through the annuity ...

The DoubleLine CEO discussed how investors can position themselves for shifting trends, now and in the longer term.

These cities are seriously lacking in areas like health care, affordability and quality of life, according to WalletHub.

State securities regulators help ensure that the individuals who work with retail investors, regardless of their employer, ...

The NAIC report shows that the top 10 nonpublic issuers increased total premium revenue from all individual annuities in force to $121 billion in 2024, up 18% from the 2023 total. That compares with ...